Purchases and Sales Made in Q1 2024 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q1 2024. The information is specifically focused on institutions that hold shares of UNITEDHEALTH GROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-804- 69.79% |
$380K - $439K
|
348
$179K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-807- 27.7% |
$381K - $440K
|
2.11K
$1.09M
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-822- 6.47% |
$388K - $448K
|
11.9K
$6.12M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-823- 1.05% |
$389K - $449K
|
77.6K
$40M
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-824- 2.53% |
$389K - $449K
|
31.8K
$16.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-834- 2.28% |
$394K - $455K
|
35.7K
$18.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-842- 49.41% |
$398K - $459K
|
862
$445K
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-846- 56.44% |
$400K - $461K
|
653
$337K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-849- 5.79% |
$401K - $463K
|
13.8K
$7.13M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-849- 4.57% |
$401K - $463K
|
17.7K
$9.14M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-851- 17.34% |
$402K - $464K
|
4.06K
$2.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-862- 6.44% |
$407K - $470K
|
12.5K
$6.46M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-874- 49.89% |
$413K - $477K
|
878
$453K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-878- 0.72% |
$415K - $479K
|
121K
$62.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-887- 19.36% |
$419K - $484K
|
3.69K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-887- 9.34% |
$419K - $484K
|
8.61K
$4.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-890- 34.67% |
$421K - $485K
|
1.68K
$865K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-903- 10.6% |
$427K - $493K
|
7.61K
$3.93M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-903- 34.82% |
$427K - $493K
|
1.69K
$872K
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-904- 28.55% |
$427K - $493K
|
2.26K
$1.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-918- 5.42% |
$434K - $501K
|
16K
$8.26M
|
|
|
May 13, 2024
Q1 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-920- 2.27% |
$435K - $502K
|
39.6K
$20.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-921- 13.97% |
$435K - $502K
|
5.67K
$2.93M
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-922- 32.91% |
$436K - $503K
|
1.88K
$970K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-938- 10.27% |
$443K - $512K
|
8.2K
$4.23M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-940- 21.7% |
$444K - $513K
|
3.39K
$1.75M
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-950- 5.99% |
$449K - $518K
|
14.9K
$7.68M
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-952- 60.87% |
$450K - $519K
|
612
$316K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-953- 7.59% |
$450K - $520K
|
11.6K
$5.98M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-955- 5.66% |
$451K - $521K
|
15.9K
$8.21M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-956- 2.48% |
$452K - $521K
|
37.5K
$19.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-962- 12.78% |
$455K - $525K
|
6.57K
$3.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-969- 18.73% |
$458K - $529K
|
4.2K
$2.17M
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-972- 4.27% |
$459K - $530K
|
21.8K
$11.2M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-981- 1.09% |
$464K - $535K
|
89.2K
$46M
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-984- 2.96% |
$465K - $537K
|
32.3K
$16.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-1K- 3.76% |
$473K - $545K
|
25.6K
$13.2M
|
|
|
May 13, 2024
Q1 2024
|
Unisphere Establishment
Vaduz, N2 |
SELL
|
- |
-1K- 0.23% |
$473K - $545K
|
428K
$221M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1K- 48.9% |
$474K - $547K
|
1.05K
$540K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1K- 4.69% |
$474K - $547K
|
20.4K
$10.5M
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-1.01K- 0.52% |
$479K - $553K
|
193K
$99.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.02K- 12.82% |
$481K - $555K
|
6.92K
$3.57M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.02K- 40.52% |
$482K - $556K
|
1.5K
$772K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.02K- 7.0% |
$483K - $557K
|
13.6K
$7M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.03K- 8.55% |
$486K - $561K
|
11K
$5.67M
|
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-1.04K- 11.46% |
$492K - $567K
|
8.03K
$4.14M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.04K- 4.0% |
$493K - $569K
|
25K
$12.9M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.05K- 0.71% |
$495K - $572K
|
147K
$75.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.05K- 4.22% |
$497K - $573K
|
23.8K
$12.3M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-1.05K- 2.38% |
$497K - $573K
|
43.1K
$22.3M
|